Keystone Global Partners’s iShares California Muni Bond ETF CMF Stock Holding History

Keystone Global Partners’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.37M	Buy	25,355 +2,823	+13%	+$159K	0.49%	34
2026 Q2	$1.3M	Sell	22,532 -571	-2%	-$32.7K	0.49%	32
2026 Q1	$1.31M	Buy	23,103 +9,893	+75%	+$571K	0.58%	31
2025 Q4	$759K	Buy	13,210 +3,621	+38%	+$208K	0.33%	41
2025 Q3	$547K	Sell	9,589 -7,517	-44%	-$421K	0.28%	38
2025 Q2	$953K	Sell	17,106 -105	-0.6%	-$5.83K	0.52%	32
2025 Q1	$969K	Buy	+17,211	New	+$978K	0.68%	30

Other funds holding CMF

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Keystone Global Partners's CMF Position: Q3 2026 in Review

Keystone Global Partners increased its iShares California Muni Bond ETF (CMF) stake by 13% in Q3 2026, buying an estimated $159K and bringing the position to 25,355 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #34.

Keystone Global Partners first reported a position in CMF in Q1 2025 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CMF as of Q3 2026.

Keystone Global Partners held 25,355 shares of iShares California Muni Bond ETF worth $1.37M as of Q3 2026.
Keystone Global Partners bought 2,823 iShares California Muni Bond ETF shares in Q3 2026, an estimated $159K.
iShares California Muni Bond ETF made up 0.49% of Keystone Global Partners's portfolio in Q3 2026, its #34 holding.
Keystone Global Partners first reported a position in iShares California Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.